Installing the object-centric Order Management Starter Kit

Open the Celonis Marketplace from the Celonis navigation bar, and search for all or part of the Starter Kit’s name. You’ll probably see an original case-centric version of the Starter Kit as well as the object-centric version. Only the object-centric version is suitable for object-centric process mining.

Select "Order Management Starter Kit (Object-centric)" to see the Starter Kit’s information page.

Select Get it now to install the Starter Kit. There's no data connector to download for the object-centric version of the Starter Kit, because it uses the data that's already in the OCPM Data Pool.

In Celonis, choose a Studio Space to install the app in. You can use an existing Studio Space or create a new one. (You can move the app after installation.) Click Confirm to proceed with the installation.

Set the Data Model variable for the Starter Kit to the supplied Order Management perspective perspective_celonis_OrderManagement, or if you’ve created a custom Order Management perspective, pick that instead. Here’s how to set the Data Model variable:

1. In the Studio overview, find the Starter Kit package in the space where you installed it, and click its tile.

2. Click the Package Settings icon (the box), and select Variables.

3. Select the Assign Data Model button, then search or browse for the Order Management perspective that you’re using, and click to select it.

4. Click Save to set the Data Model variable.

In the Starter Kit navigation in Studio, select the Setup and Validation view. The Overview tab displays the current results for each KPI (key performance indicator). If any of the results are zero or very different from what you would expect, you can prioritize that use case for validation.

Start with the General Settings tab of the Setup and Validation view, and follow the instructions in Configuring settings to configure the Starter Kit’s variables, such as the currency variable (which defaults to euros).

For each use case that you want to validate at this time, go to its tab in the Setup and Validation view. Work through the steps to change the default parameters from the Starter Kit’s Knowledge Model to align with how things are done in your organization. We recommend that you go through them all, unless you know that you aren’t interested in that use case. If anything is still not the way you want it, you can make further adjustments directly in the Knowledge Model. Validating KPIs explains the process.

If you want to customize the Starter Kit’s views to change their look, fit your business process, or include custom items in your Order Management perspective, edit them in Studio. Editing views explains the process. You’ll need Analyst permissions for Studio and the views to modify them. If you make any changes to view components that involve the calculated attributes from the Starter Kit’s Knowledge Model, we’ll automatically update the calculated attributes in the Knowledge Model.

When you’re happy with your results, publish a version of the Order Management Starter Kit. There's a Publish button at the top of all the screens in your Studio Space.